Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Noblebridge Wealth (swap one in):+ The Tenret Company, LLC $225.4M · Tampa, FL+ Mindful Wealth LLC $225.3M · Glencoe, IL+ Moler Capital Management $203.8M+ Rochester Wealth Strategies, LLC $203.6M · Rochester, MI
Traverse City, MI
Assets under management$214.5M$225.4M$203.8M
Asset growth, last 2 years+34%+84%+23%
Advisory staff722
Individual clients372227337
Assets per client$577K$993K$605K
Clients per advisor53114169
Main custodianSchwabFidelityFidelity
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack–5–
People on Advicer.bio622

From each firm's latest Form ADV (Oct 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolNoblebridge WealthPrincipium Investments LLCUp North Financial, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Noblebridge Wealth: Schwab · Principium Investments LLC: Fidelity · Up North Financial, LLC: Fidelity